Blend hardened every prior thesis on agent demand and AI compute pressure, with 65 lenders activating Autopilot and a $10 million pipeline validating that orchestration-layer value accrues above the model.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 7, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.